Portfolio (Quarterly)
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Physician Wealth Advisors, Inc.
· CIK 0001795173| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1261 | ST | SENSATA TECHNOLOGIES HLDG PL | Technology | 73.0 | $3K | — | NEW | — | $47.75 | -12.1% |
| 1262 | WCC | WESCO INTL INC | Industrials | 10.0 | $3K | — | NEW | — | $345.50 | -2.5% |
| 1263 | KN | KNOWLES CORP | Technology | 83.0 | $3K | — | NEW | — | $41.48 | -21.4% |
| 1264 | UPST | UPSTART HLDGS INC | Financial Services | 97.0 | $3K | — | NEW | — | $35.43 | -15.6% |
| 1265 | FHN | FIRST HORIZON CORPORATION | Financial Services | 134.0 | $3K | — | NEW | — | $25.64 | -4.3% |
| 1266 | CTRE | CARETRUST REIT INC | Real Estate | 85.0 | $3K | — | NEW | — | $40.35 | -1.7% |
| 1267 | HR | HEALTHCARE RLTY TR | Real Estate | 170.0 | $3K | — | NEW | — | $20.17 | -4.2% |
| 1268 | AUB | ATLANTIC UN BANKSHARES CORP | Financial Services | 81.0 | $3K | — | NEW | — | $42.32 | -3.3% |
| 1269 | CDE | COEUR MNG INC | Basic Materials | 210.0 | $3K | — | NEW | — | $16.32 | +27.9% |
| 1270 | GHC | GRAHAM HLDGS CO | Consumer Defensive | 3.0 | $3K | — | NEW | — | $1141.67 | +2.9% |
| 1271 | SANA | SANA BIOTECHNOLOGY INC | Healthcare | 975.0 | $3K | — | NEW | — | $3.49 | +8.3% |
| 1272 | BLDR | BUILDERS FIRSTSOURCE INC | Industrials | 38.0 | $3K | — | NEW | — | $89.50 | -21.5% |
| 1273 | ACHR | ARCHER AVIATION INC | Industrials | 717.0 | $3K | — | NEW | — | $4.73 | +28.3% |
| 1274 | — | KINIKSA PHARMACEUTICALS INTL | — | 53.0 | $3K | — | NEW | — | $63.96 | — |
| 1275 | LXRX | LEXICON PHARMACEUTICALS INC | Healthcare | 1,412.0 | $3K | — | NEW | — | $2.40 | -3.3% |
| 1276 | OSK | OSHKOSH CORP | Industrials | 22.0 | $3K | — | NEW | — | $153.50 | +1.8% |
| 1277 | SAM | BOSTON BEER INC | Consumer Defensive | 19.0 | $3K | — | NEW | — | $177.05 | +7.0% |
| 1278 | RSI | RUSH STREET INTERACTIVE INC | Consumer Cyclical | 113.0 | $3K | — | NEW | — | $29.74 | -11.2% |
| 1279 | GEF | GREIF INC | Consumer Cyclical | 45.0 | $3K | — | NEW | — | $74.51 | +15.4% |
| 1280 | VISN | VISTANCE NETWORKS INC | Technology | 262.0 | $3K | — | NEW | — | $12.78 | -15.2% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
40.6%
Financial Services
18.2%
Healthcare
9.6%
Consumer Cyclical
7.5%
Industrials
6.2%
Communication Services
4.5%
Consumer Defensive
4.3%
Real Estate
2.7%
Energy
2.7%
Utilities
2.2%